Add or change a client's industry

Xero uses information about your clients' industries on your Adviser Directory listing, so getting it right is important.

To update your client's industry:

  1. Select the Explorer tab.

  2. Find your client in the list and click:

    • Add an industry to add an industry to a client that doesn't have one

    • The menu icon Xero HQ menu icon and select Edit Industry to select a new industry for the client

  3. Under What does this organisation do?, type a keyword to search for the related industries.

    Image showing the Add an industry dialog with a sample search

  4. Select an industry from the list of search results.

  5. If you can't find the industry you're looking for, scroll to the bottom of the search results to download a list of industry categories and subcategories.
  6. Click Save.

    Xero HQ shows the top level industry associated with your selection next to your client's name.